Navigate to the Awards tab and then click the Post Award Requests sub-tab.

The Views region in the Post-Award Request Summary page enables you to view a list of post award requests that have been created in Oracle CLM Purchasing or Oracle CLM iProcurement. Select a post award request and then choose an action that you wish to perform on the post award request:

• Update: Open the post award request for editing.

• Delete: You can delete a post award request if you no longer require it. A warning message displays, prompting you to continue with the delete or not. If you click Yes, the post award request document gets deleted.

• Notify: you can send to-do notifications or FYI notifications to different users in the system.

The Post Award Request sub-tab enables you to search for post-award request documents and view their information. Search by any combination of the following search criteria: Award, Supplier, Buyer or Approval Status.

You can enter partial field values as your search criteria. The system shows you search results that matches the partial search criteria. For example, enter "PST" in the Post Award Request field. Every post award request with a number that starts with "PST" is displayed in the search results.

You can add more search criteria fields by selecting a value for the search criteria fields from the Add Another list of values. The Add Another search criteria field will appear below the default search criteria fields (that is, below, Award, Supplier, Buyer and Approval Status). Click Go to view the search results.

Select a post award request from the search results and then choose one of the following actions from the Select Post Award Request: actions list of values:

• View Base Document: View the details of the award from which the post award request was created.

• View Base Document PDF: View the details of the award from which the post award request was created in a PDF format.

• View Post Award Request PDF: View the post award request document as a PDF.

• View Contract File: View the post award request in the Contract File hierarchy. The post award requests are displayed in the Award / IDV Administration link under the Conformed Award folder. The folder is called Post Award Requests and it shows you all the post award requests created for that award. The post award details are displayed in the right pane of the page. Click the Return To Post Award Request Summary link to go back to the post award requests search page.

The Awards sub-tab displays the list of current awards with different statuses. For awards with a status of Approved, the Actions list of values displays the Create Post Award Request action. Select this action to create a post award request. The detailed information on creating post award requests is provided in the section Creating Post Award Requests.

Creating Post Award Requests

Use the Create Post Award Requests action to create post award requests. The Create Post Award Request page displays and you need to enter relevant information in order to create the post award request document.

The first region in the Header tab contains information specific to the post award request. Enter the Requester and Comments in the required fields. The post award request number is derived by appending the PAR indicator and control number as a suffix to the award number. Thus, as an example, if the award number is KPS-13-A-0245, the post award request number will be KPS-13-A-0245-PAR-0001.

The Award Details region consists of some fields that can be updated via a post award request: Effective Date, Supplier Contact, Communication Method, External IDV Number, Buyer, Award Administrator, Description, Conforming Award. The updates you make to the above fields are also shown in the modification document. This occurs when you create a modification from the post award request using AutoCreate.

The Terms region consists of some fields that can be updated via a post award request: Payment Terms, Number of Signed copies, Default ship to Location, Ship Via, Freight Terms and Transportation Arranger. The updates you make to the above fields are also shown in the modification document. This occurs when you create a modification from the post award request using AutoCreate.

The Business Priority and Project Information region consists of the following fields that can be updated via a post award request: DPAS Rating, Customer Project Code, Priority Code, Customer Project Text. The updates you make to the above fields are also shown in the modification document. This occurs when you create a modification from the post award request using AutoCreate.

The Award Categorization region consists of some fields that can be updated via a post award request: No Competition Reason, Admin SCD, Contract Category. The updates you make to the above fields are also shown in the modification document. This occurs when you create a modification from the post award request using AutoCreate.

The Attachment region enables you to attach one or more attachments (Notes, Files or URLs) to the post award request. When you create attachments in the post award request, and then create modifications from the post award requests, the system saves the attachments of the post award requests in the modification documents.

Address and Supplier Details:

Select a supplier, a supplier site and contact information from the search dropdown lists. Use the D-U-N-S Number and CAGE as search criteria to look for the supplier that you need to enter in the PAR. Ensure that the addresses, locations, and contacts are appropriate and relevant. Also ensure that the supplier details are correct. Any updates you make to these regions are reflected in the modification document that will be created from the post award request.

Lines:

New line numbers are generated by the system by incrementing the previous line number by 1. Thus, the previous line number could belong to an award line or could be a post award request line. In case the previous line number is an award line, the line number is not updateable. However, for newly created post award request lines, the line number is updateable. The intent here is to ensure that the line numbers are unique across all the related documents - awards, post award requests, modifications and concurrent modifications, and conformed awards.

The new line number of a post award request is generated based on the following rules:

If there are no post award requests for the award document, then the new line number in the post award request is the last generated line number on the award+1.

If there are post award request documents available for the award document, then the line number will be last generated line number+1 of the most recently created post award request.

If there are post award requests and modification documents created for the award document, then the line number will be the last generated line number of the recent-most document +1 (the last document can be a modification or a post award request document).

If you have created post award request documents for the award and have manually updated the line numbers in the post award request documents, then the line number generated will be the greatest line number among the newly created lines on the modification document +1.

Existing lines in a post award request (from the base award) may not be deleted, however, they can be updated in a post award request. You can create new lines in a post award request that will be used to create modification lines using the AutoCreate process. You also need to enter a comment in the Comments field for the new line.

You can definitize or undefinitize a line in a post award request using the Undefinitize / Definitize related fields that are available in the line details page. For more information on definitization and undefinitization, please refer to the Awards chapter (Lines section).

Additionally, the actions in the Actions LOV that are applicable for awards are also displayed for post award request lines. Therefore, you can perform line level actions such as View Change Summary, Global Update, Copy, etc., for the post award request as well. Click Show Only PAR Lines if you wish to exclude the original award lines from the page view.

Schedules:

The Schedules tab displays all the shipments for the base award lines as well as the post award request lines. You cannot delete a schedule, however, you can update it by clicking the Update (pencil) icon. The Schedule Details page has a Comments field, where you can enter comments for the schedule.

Pay Items:

If you create or update Pay Items as part of your post award request creation, ensure that you enter a comment in the Pay Items details page using the Comments field.

Distributions:

The post award request document displays the distributions created during the award creation. Please note that in a post award request, you cannot increase the distribution amount and funded amount via the distribution that was created in the award. If you need to increase the distribution amount or funded amount, you will need to create a new distribution.

To manage the Funded Amount value in a post award request distribution:

• In order to increase the funded amount for a specific distribution, a new distribution is created in the post award request, that will be incorporated in the modification, and will eventually update the award.

• In order to decrease the funded amount for a specific distribution, you can use the existing distribution in the post award request, that will be incorporated in the modification, and will eventually update the award.

• In order to update any other field values (other than funded amount), you can use the existing distribution in the post award request, that will be incorporated in the modification, and will eventually update the award.

To manage encumbrance in a post award request:

• The funds committed by a post award request are always for individual distributions (with distinct charge accounts).

• The post award request will commit the changed amount if it's an increase.

• There will not be any posting to encumbrance accounting if the changed amount of a distribution in a post award request is negative.

• When there are unused funds on the post award request, you can use the Withdraw action to remove the unused funds from the post award request and update the budget.

Attachments:

Attachments from the award are copied over to the post award request. Attachments can be added to the header, lines and shipments.

During autocreate, attachments are copied over to the modification document. Header level attachments are copied over to the modification header and line level attachments go to the respective line(s) in the modification from the post award request.

Click Add Attachment in the Attachments region to add an attachment to the post award request. Attachments belonging to the award are displayed in the Awards block of the Attachments region and attachments belonging to the post award request are displayed in the Post Award Request block of the Attachments region. For more information on using attachments, please refer to the Attachments section in the Awards chapter of this guide.

Liquidating Funds on a Post Award Request

The Withdraw action enables you to liquidate available balance funds on a post award request. Use the Withdraw action on post award requests with the following statuses: Returned, Rejected, In-Process, Approved, Approved - Assigned, Pre-Approved. If any post award request line is linked to a draft modification, you cannot use the Withdraw action. If the Encumbrance function is enabled, you can perform the Withdraw operation on post award requests. You cannot withdraw individual lines, you can only withdraw the post award request document. When you withdraw the post award request, the remaining funds are unreserved on the document lines. These funds are then available for use.

Statuses of PAR documents and their actions

The following table lists the statuses of the PAR documents. It also outlines which actions are available to be used by a PAR document with a specific status.